Invest Well & Live Well
Wednesday, October 13, 2021
Los Angeles Urban League has teamed-up with Parkside EDC to create a program designed to increase opportunities for economic empowerment and help stem the erosion of wealth among Black families in the Greater Los Angeles Community. Black Wealth Attainment and Retention Program (BWAARP) will provide seminars and training on the following Legacy Wealth Building Strategies, thus contributing to a financially secure and consciously sustainable community.
- Basic Financial Literacy “Big 5 of Money”
- Home and Business Ownership Retention
- Estate Planning, Wills & Trust
- Fiduciary Representation for Elder Protection
- Tax Planning & Preparation
- Access to Capital & Asset Protection
- Individual and Collaborative Investing
Building Black Wealth in a White Economy
Wednesday, February 10, 2021 | View Presentation
- Overview of Challenges and Solutions to Attaining and Retaining Legacy Wealth
- Basic Financial Literacy “ Big Five of Money”
- Highlight Upcoming Topics and Speakers
Wellness is Wealth
Wednesday, April 14, 2021 | View Presentation
(National Minority Health Month)
- Correlation Between Good Health and Higher Income
- Mental Health Investment
- Healthy Habits Pay Dividends
- Insure You Don’t Outlive Your Money
A Foundation Built on Home and Business Ownership
Thursday, June 10, 2021 | View Presentation
- Access to Capital “How to Get It”
- Asset Protection “ How to Keep It”
- Smart Spending “ How to Use It”
- Wealth Building Tax Strategies
I Will, If You Trust Me
Wednesday, August 11, 2021 | View Presentation
- Estate Planning
- Wills & Trust
- Generational Wealth Transfer /Fiduciary Responsibility
- Care Giving vs. Care Taking
Invest Well & Live Well
Wednesday, October 13, 2021
- Invest in Self
- Invest in Your Community
- Invest in The Market
- You Have Options
Wednesday, December 8, 2021
Attorney Caprice L. Collins is a top-rated Harvard Law School graduate. She has over 40 years of legal experience with a successful law practice devoted exclusively to Estate/Business Planning and Trust Administration. Attorney Collins is a well-respected keynote speaker on Wills, Living Trusts, Estate Planning, Business Planning, and Trust Administration. Contact Ms. Collins at www.collinslawgroup.com
Darrell has over 47 years of extensive experience in diverse leadership and management roles within the banking world. He is an outspoken advocate for identifying new markets for individual customers and businesses with various financial needs. Post his retirement as Senior Vice President for the Southern California Region of U.S. Bank, Darrell remains active as an agent for change and economic parity in underserved communities. Contact Mr. Brown at Darrell@therewirementproject.com
BJ Hawkins, Ph.D.
Dr. Hawkins is the Managing Principal of One Source Fiduciary Solutions, a California Licensed Professional Fiduciary with Trustee and Conservator Court appointments. Dr. Hawkins, is an expert in inter-generational transfer of wealth. BJ has dedicated her career to opening the door of financial opportunity for African Americans. As a competitive tennis player BJ believes like life, tennis is a head game that relies on endurance, skill, determination and follow through. Contact Dr. Hawkins at http://www.onesourcefiduciary.com/
Mr. Haywood is President and CEO of Haywood & Associates a comprehensive financial planning firm. He is a USC alumnus, a member of Kappa Alpha Psi Fraternity. Joe is a husband and a father of 4. He is also the executive pastor at New Visions Christian Fellowship. His hobbies are golf, racquetball and travel. Contact Mr. Haywood at www.haywoodassociates.com
Kevin Bryce Jackson, Exq.
Kevin Bryce Jackson, Esq. represents fiduciaries and individuals throughout California in a wide range of trust and estate matters, including estate planning, trust and estate administration, trust and estate litigation, and related civil claims.
Kevin is currently serving a two-year term as the young lawyer liaison to the Trusts and Estates Section Executive Committee of the California Lawyers Association (formerly the State Bar of California).
Justin Lacey, CFP, CPWA, AWMA
Justin Lacey started at Merrill Lynch as a Financial Advisor in 2017 and is now a Vice President and Resident Director – Wealth Management Advisor. He focuses on working with executives, business owners and families in designing strategies to help them enhance, preserve, and transition their wealth.
Mr. Lacey graduated Magna Cum Laude from the University of Southern California where he double majored in Business Administration & Accounting. His previous work experience includes Deloitte, Goldman Sachs, and UBS. He holds the designations of Certified Financial Planner (CFP®), Certified Public Accountant (CPA®), Certified Private Wealth Advisor (CPWA®), and Accredited Wealth Management Advisor (AWMA®).
David Murphy, EA
Mr. Murphy is the CEO & Principal of DL Murphy, Inc. and has 34 years in Tax Preparation, Tax Accounting, and Tax Law. David has successfully prepared taxes and represented individuals, small businesses, and tax-exempt organizations before all levels of government tax agencies. Additionally, his professional services include real estate and mortgage brokerage services. When he’s not crunching numbers, David enjoys cycling. He completed a 7-day bike ride from San Francisco to L.A., displaying his commitment to be fully engaged in any task.Contact Mr. Murphy at www.DLMurphyInc.com
Kathryn Shirley is a seasoned CPA, with over 30 years of experience, who practiced with KPMG and in Corporate America before running her own boutique, business management firm, World Management Solutions, Inc. Additionally, she is passionate about helping non-profit organizations develop policies and procedures to ensure legal compliance and financial stability.
Kathryn serves on the Board of Directors of the American Heart Association, Western States Region and the Los Angeles Division as Leadership Development Chair and on the USC Athletics Board of Counselors.
Rev. Jerrold Smith
is retired from a successful 43-year sales career, including Media Sales Management for CBS Radio and owner of a marketing and advertising consulting business 1 Plus One Management, Inc., assisting entrepreneurs “Start, Sustain and Grow” their businesses. Jerrold now focuses on his ministry and life coaching practice, counseling in addiction, grief, and marriage. He is Assistant Pastor of L.A. Third Church in Leimert Park, Chairman/CEO of Parkside EDC and Coordinator and Moderator of BWAARP. Contact Rev. Jerrold at www.parksideedc.org
Mr. Williams is the Vice President and Chief Operating Officer of Los Angeles Urban League. He had a 30-year career as an entrepreneur and corporate executive prior to joining The League in August, 2017. He managed a family-owned firm in Kansas City, MO, in the years between graduation from college and attending business school. After receiving his MBA, he was a brand manager at Procter & Gamble headquarters in Cincinnati, Ohio, then joined McKinsey & Company as a senior management consultant in New York. Mr. Williams received a BA from Yale College and an MBA from the Yale School of Management.